Jacobs Levy Equity Management

Jacobs Levy Equity Management Portfolio holdings

AUM $25.2B
1-Year Est. Return 24.08%
This Quarter Est. Return
1 Year Est. Return
+24.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$7.23B
AUM Growth
+$298M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,100
New
Increased
Reduced
Closed

Top Buys

1
+$41.1M
2
+$38.1M
3
+$37.8M
4
ADSK icon
Autodesk
ADSK
+$37.6M
5
KO icon
Coca-Cola
KO
+$36.5M

Top Sells

1
+$51.9M
2
+$40.4M
3
+$33.8M
4
MSFT icon
Microsoft
MSFT
+$31.4M
5
F icon
Ford
F
+$30.2M

Sector Composition

1 Technology 18.64%
2 Financials 17.68%
3 Consumer Discretionary 13.74%
4 Industrials 11.44%
5 Healthcare 11.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$944K 0.01%
+89,045
652
$939K 0.01%
23,157
-48,334
653
$934K 0.01%
+108,000
654
$929K 0.01%
57,532
-4,279
655
$921K 0.01%
+5,720
656
$915K 0.01%
39,631
+8,190
657
$906K 0.01%
209,695
+132,708
658
$905K 0.01%
+16,246
659
$901K 0.01%
7,088
-8,380
660
$901K 0.01%
22,427
+380
661
$894K 0.01%
23,187
-18,057
662
$888K 0.01%
33,500
663
$883K 0.01%
301
-79
664
$883K 0.01%
7,909
+6,949
665
$876K 0.01%
20,120
666
$872K 0.01%
+53,830
667
$872K 0.01%
254,105
+25,686
668
$871K 0.01%
+6,550
669
$862K 0.01%
18,572
+5,000
670
$849K 0.01%
33,582
-61,036
671
$836K 0.01%
28,684
+8,180
672
$834K 0.01%
52,012
-37,075
673
$822K 0.01%
17,450
+13,160
674
$821K 0.01%
73,151
+2,350
675
$819K 0.01%
+127,383
25 26
27
28 29